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Principal Financial Group
PFG

Overview Fund Activity

610 hedge funds and large institutions have $12.2B invested in Principal Financial Group in 2018 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 203 increasing their positions, 213 reducing their positions, and 75 closing their positions.

Holders
610
Holders Change
-19
Holders Change %
-3.02%
% of All Funds
14%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
63
Increased
203
Reduced
213
Closed
75
Calls
$59.4M
Puts
$9.15M
Net Calls
+$50.3M
Net Calls Change
+$46M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$108M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$46.8M
3
MWNA
3
Marshall Wace North America
New York
$39.1M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$36.4M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$21.9M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$600M
2
Harris Associates
2
Harris Associates
Illinois
$13.3M
3
Skandinaviska Enskilda Banken (SEB)
3
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.08M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$431M
5
State Street
5
State Street
Massachusetts
$767M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
26
Guggenheim Capital
Illinois
$60M +$9.81M +161,119 +20%
Swiss National Bank
27
Swiss National Bank
Switzerland
$56.4M -$8.34M -137,000 -13%
TA
28
Teachers Advisors
New York
$56.4M -$1.81M -29,767 -3%
CS
29
Credit Suisse
Switzerland
$55.6M +$2.17M +35,572 +4%
PPA
30
Parametric Portfolio Associates
Washington
$55.5M -$344K -5,641 -0.6%
Morgan Stanley
31
Morgan Stanley
New York
$54.1M -$22.3M -366,664 -29%
Sumitomo Mitsui Trust Group
32
Sumitomo Mitsui Trust Group
Japan
$50.1M -$5.57M -91,442 -10%
Millennium Management
33
Millennium Management
New York
$47.6M -$9.84M -161,486 -17%
Balyasny Asset Management
34
Balyasny Asset Management
Illinois
$46.8M +$38.9M +638,487 +490%
New York State Common Retirement Fund
35
New York State Common Retirement Fund
New York
$44.4M -$1.01M -16,660 -2%
Nordea Investment Management
36
Nordea Investment Management
Sweden
$43.9M -$62.7K -1,029 -0.1%
GT
37
Glenmede Trust
Pennsylvania
$42.7M – – –
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$42.7M +$122K +1,996 +0.3%
Prudential Financial
39
Prudential Financial
New Jersey
$41.5M -$25M -409,790 -38%
First Trust Advisors
40
First Trust Advisors
Illinois
$39.9M +$21.1M +347,188 +113%
Invesco
41
Invesco
Georgia
$39.2M -$1.44M -23,604 -4%
MWNA
42
Marshall Wace North America
New York
$39.1M +$29.9M +491,273 +326%
Wells Fargo
43
Wells Fargo
California
$37.7M +$6.09M +99,960 +19%
Mitsubishi UFJ Trust & Banking
44
Mitsubishi UFJ Trust & Banking
Japan
$36.4M +$174K +2,854 +0.5%
BNP Paribas Financial Markets
45
BNP Paribas Financial Markets
France
$36.4M +$26.9M +441,736 +284%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$35.5M +$3.71M +60,867 +12%
Two Sigma Advisers
47
Two Sigma Advisers
New York
$34.6M +$14.2M +232,400 +69%
TCIM
48
TIAA CREF Investment Management
New York
$34.3M -$4M -65,647 -10%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$34.1M +$2.76M +45,254 +9%
WCM
50
Wedge Capital Management
North Carolina
$32.8M +$4.17M +68,494 +15%
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